Department: Operations
Reports to: Strategy and Operations Manager
Location: Naivasha.
Job Purpose
Reporting to the Strategy and Operations Manager, the Branch coordinator, through teamwork will be responsible for service delivery, compliance and ensuring efficient day to day operations of the branch.
Key Responsibilities
- Responsible for general office administration activities to ascertain a smooth day to day running of the branch.
- Ensure provision of high-quality services to all customers in a timely manner.
- Maintaining effective business relationships to ensure retention of current company clients, client referrals and cross selling by having a responsive and robust Customer service.
- Manage relationship with all stakeholders to ensure positive image of the institution is maintained.
- Petty cash management to ensure smooth running of day to day activities in a cost-effective manner.
- Preparation and sending of invoices to clients by 16th of every month.
- Submit weekly reports to the Strategy and Operations Manager.
- Follow up on outstanding invoices from our regional clients by telephone, emails and demand letter to ensure that the debts are paid in a timely manner.
- Record client policy data information upon receipt to ensure accurate allocation of premium.
- Receive, analyze all claim documents and forward them to the claims department in HQ upon receipt.
- Maximize opportunities to upsell and cross-sell Company products.
- Escalating and resolving areas of concern as raised by clients to a satisfactory conclusion.
Qualifications and Experience
- Education: Diploma/Degree in business Administration/Sales or related field.
- Experience: At least 2 years experience working as an Office Administrator and or Sales Support in a financial institution.
Skills and Competencies
- Technical Skills: Proficiency in MS Office Suite (Word, Excel,), Communication skills (written and verbal), Data entry and Reporting Skills, Invoice preparation and reconciliation, Sales support (upselling and cross-selling), Understanding of insurance products is an added advantage.
- Behavioral Skills: Interpersonal skills, Attention to detail and accuracy, Organizational and Time management Skill, Communication skills, Customer Relations, Problem solving skills.
NB: Must be based in Naivasha or Nearby Environs.
Send your CV to [email protected] by COB 10/01/2025
